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NEWS TAGGED ELON MUSK
Tuesday 10 February 2026
Exclusive: As Musk eyes space solar, China’s supply chain comes under the microscope

From self-driving cars and humanoid robots to the architecture of future energy systems, Elon Musk is simultaneously advancing an energy...

Monday 9 February 2026
Musk predicts space computing shift in 36 months as terrestrial power limits bite
Elon Musk said artificial intelligence computing could become more cost-effective to deploy in space than on Earth within the next 30 to 36 months, arguing that power generation and...
Monday 9 February 2026
Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains
Elon Musk said the rapid expansion of artificial intelligence is running up against hard limits in global manufacturing capacity, as chip production, power equipment and industrial...
Sunday 8 February 2026
Musk: speed, not ambition, will shape next phase of AI expansion
Elon Musk said the pace of artificial intelligence expansion will be determined less by ambition than by how quickly AI developers and infrastructure builders can identify and remove...
Saturday 7 February 2026
Musk rains on Apple's EV parade: Talent alone isn't enough
Elon Musk said Apple's failed attempt to develop an electric vehicle underscores a broader misconception in the technology industry: that recruiting high-profile talent from established...
Saturday 7 February 2026
Musk's SpaceX-xAI merger raises governance and financial risks
After Elon Musk confirmed that SpaceX had completed its acquisition of artificial intelligence startup xAI, the focus quickly shifted from the mechanics of the deal to its broader...
Thursday 5 February 2026
Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the...
Thursday 5 February 2026
Musk reportedly scouts China's supply chain, zeroing in on HJT and perovskite solar tech
Supply chain sources said teams linked to Tesla and SpaceX recently made low-profile visits to multiple Chinese solar firms, reviewing equipment, silicon wafers, cells, and modules,...
Wednesday 4 February 2026
Analysis: The Musk consolidation — AI, autos, space under one roof
In recent weeks, rumors of a potential consolidation involving SpaceX, Tesla, and xAI have sharpened attention on what Elon Musk calls "physical AI." What once appeared as separate...
Tuesday 3 February 2026
SpaceX's xAI acquisition reframes AI energy constraints and complicates the IPO narrative
SpaceX's acquisition of xAI has been presented as a response to the growing power and cooling demands of artificial intelligence. At the same time, the transaction reshapes Elon Musk's...
Monday 2 February 2026
SpaceX weighs merger with Tesla or xAI ahead of planned IPO
SpaceX is in discussions to merge with other companies controlled by Elon Musk, including artificial intelligence startup xAI, as the rocket manufacturer prepares for a potential initial...
Friday 30 January 2026
Musk's TeraFab dream meets Nvidia reality check on chip manufacturing limits
Elon Musk's ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production...
Wednesday 28 January 2026
Tesla restarts Dojo development with new focus on space AI
In a recent post on social media, Elon Musk unveiled Tesla's latest roadmap for artificial intelligence chips, declaring that development of the company's AI5 chip was progressing...
Wednesday 28 January 2026
Musk plans to cut AI chip design cycle to 9 months
Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the...
Wednesday 28 January 2026
Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...